Dashrath Latkar

Managed daily process delivery, task allocation, and team work assignments for optimal efficiency.

Oversaw a team of 10 members across various roles, ensuring effective collaboration.

Monitored process SLAs, TATs, and workflows while addressing team escalations promptly.

Coached and mentored new and existing team members to enhance skill sets.

Collaborated with internal and external stakeholders to plan and direct team activities.

Demonstrated decision-making skills and issue resolution capabilities through effective communication.

Prepared and published process-level reports at designated intervals for performance tracking.

Promoted a quality-driven mindset to facilitate process improvements and career development.

Ensured precise setup of participant accounts in fidelity system, maintaining accuracy and compliance.

Executed timely processing of stocks by placing orders in fidelity system for purchases.

Managed seamless loan repayment processing, adhering to timelines and ensuring accurate transactions.

Handled updates of 401(k) funding for clients and participants, demonstrating proficiency in financial operations.

Analyzed rollover information from participants, verified details with plans, and ensured fund availability.

Provided constructive feedback and mentorship to new hires during defined contribution checks training.

Proactively communicated with participants via email to address missing information efficiently.

Conducted quality checks for new hires, upholding high standards and accuracy in their work.

Executed client onboarding and remediation activities across multiple financial products.

Established SSIs for Money Market and Equity transactions in Frankfurt, New York, and London.

Oversaw quality checks on SSI setups utilizing Espear, Global One, and EDI applications.

Generated daily MIS, End-of-Day reports, error reports, productivity reports, and process trackers.

Investigated missing instructions and unmatched tasks to ensure workflow alignment.

Resolved client issues through thorough research and verification of information sources.

Collaborated with process management teams to implement workflow changes improving operational efficiency.

Processed swift messaging for MT202, MT910, MT292, MT540, MT541, MT542, and MT543.